See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,297 | $65,561+88.1% | $86,188+43.1% | $75,163+64.0% |
| Participation rate | 65.9% | 60.5%+5.4pp | 69.0%-3.0pp | 67.2%-1.3pp |
| Annual return | 25.39% | 46.05%-20.7pp | 1168.45%-1143.1pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,400 | $1,553+54.6% | $2,380+0.8% | $2,670-10.1% |
| Participant deferral / active EE | $4,865 | $3,024+60.9% | $3,985+22.1% | $4,125+17.9% |
| Admin fee / account holder | $1,311 | $5,474-76.0% | $6,852-80.9% | $5,651-76.8% |